JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.11B
AUM Growth
-$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$60.7M
3
+$51.3M
4
AVGO icon
Broadcom
AVGO
+$45.5M
5
FE icon
FirstEnergy
FE
+$45.1M

Top Sells

1
+$72.2M
2
+$67M
3
+$65.9M
4
AMD icon
Advanced Micro Devices
AMD
+$50.9M
5
EA icon
Electronic Arts
EA
+$46.6M

Sector Composition

1 Technology 24.06%
2 Healthcare 14.07%
3 Financials 13.36%
4 Consumer Discretionary 12.83%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-201,581
602
– –
-28,358
603
– –
-44,598
604
– –
-2,943
605
– –
-510,891
606
– –
-67,734
607
– –
-19,190
608
– –
-101,300
609
– –
-48,816
610
– –
-48,694
611
– –
-42,000
612
– –
-18,507
613
– –
-2,900
614
– –
-178,582
615
– –
-145,663
616
– –
-14,017
617
– –
-37,027
618
– –
-4,792
619
– –
-1,313
620
– –
-357,002
621
– –
-20,395
622
– –
-320,838
623
– –
-6,829
624
– –
-20,251
625
– –
-31,795
22 23 24
25
26